See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,075 | $74,888+148.5% | $71,209+161.3% | $142,382+30.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 14.96% | 345.14%-330.2pp | 282.51%-267.5pp | 217.08%-202.1pp |
| Employer contribution / active EE | $2,200 | $2,854-22.9% | $2,721-19.1% | $4,299-48.8% |
| Participant deferral / active EE | $6,600 | $4,454+48.2% | $4,175+58.1% | $6,507+1.4% |
| Admin fee / account holder | $34,557 | $5,568+520.6% | $5,349+546.1% | $12,624+173.7% |